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Alamar Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Alamar Capital Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.38M Sell
74,293
-192
-0.3% -$19.2K 4.51% 5
2025
Q4 		$7.44M Buy
74,485
+7,224
+11% +$725K 4.1% 4
2025
Q3 		$6.74M Buy
67,261
+5,019
+8% +$498K 3.56% 5
2025
Q2 		$6.17M Buy
62,242
+5,848
+10% +$573K 3.35% 5
2025
Q1 		$5.58M Buy
56,394
+10,429
+23% +$1.02M 3.32% 4
2024
Q4 		$4.45M Buy
45,965
+7,704
+20% +$759K 2.43% 12
2024
Q3 		$3.87M Buy
38,261
+3,555
+10% +$355K 2.14% 17
2024
Q2 		$3.37M Buy
+34,706
New +$3.35M 2.04% 20
2023
Q4 		$3.09M Sell
31,090
-275
-0.9% -$26.2K 2.44% 16
2023
Q3 		$2.95M Buy
31,365
+2,775
+10% +$267K 2.78% 15
2023
Q2 		$2.8M Sell
28,590
-24
-0.1% -$2.37K 2.06% 19
2023
Q1 		$2.85M Buy
28,614
+15,094
+112% +$1.49M 2.37% 10
2022
Q4 		$1.31M Sell
13,520
-75
-0.6% -$7.25K 1.34% 36
2022
Q3 		$1.31M Hold
13,595
– – 1.47% 31
2022
Q2 		$1.38M Hold
13,595
– – 1.56% 31
2022
Q1 		$1.46M Buy
13,595
+6,959
+105% +$766K 1.22% 37
2021
Q4 		$757K Buy
6,636
+1,350
+26% +$154K 0.54% 47
2021
Q3 		$607K Buy
5,286
+1,000
+23% +$116K 0.47% 50
2021
Q2 		$494K Buy
4,286
+700
+20% +$80.2K 0.43% 48
2021
Q1 		$408K Hold
3,586
– – 0.39% 50
2020
Q4 		$424K Buy
+3,586
New +$422K 0.46% 45

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Alamar Capital Management's AGG Position: Q1 2026 in Review

Alamar Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.26% in Q1 2026, selling an estimated $19.2K and leaving 74,293 shares worth $7.38M. The position accounts for 4.51% of the portfolio, ranked #5.

Alamar Capital Management first reported a position in AGG in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.44M in Q4 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Alamar Capital Management held 74,293 shares of iShares Core US Aggregate Bond ETF worth $7.38M as of Q1 2026.
  • Alamar Capital Management sold 192 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $19.2K.
  • iShares Core US Aggregate Bond ETF made up 4.51% of Alamar Capital Management's portfolio in Q1 2026, its #5 holding.
  • Alamar Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Alamar Capital Management's iShares Core US Aggregate Bond ETF position peaked at $7.44M in Q4 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Alamar Capital Management's 13F filing for Q1 2026, filed 13 May 2026.